Channel Financial utilizes a team of Chartered Financial Analyst (CFA) to provide institutional quality research to evaluate investments and fund menus. A unique scoring system provides a single point to measure and evaluate the general health of an investment, consisting of style, risk-return, peer group and qualitative analysis. Online and in-house created reports provide clients with instant access to the information they need.
We will work with the retirement plan committee to develop and maintain the plan's investment strategy, which is codified in an investment policy statement (IPS). The policy statement is used as a guide to evaluate your current investment offerings, measure them against applicable indices, your existing provider's complete menu and the broader universe of investment options. The result is confidence that your plan's investments are diversified, well managed, and meet the stated objectives of your IPS.